Advyzon Investment Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Advyzon Investment Management’s Portfolio SPLB Stock Details SPLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79M	Buy	79,721 +3,600	+5%	+$80.3K	0.13%	159
2026 Q1	$1.69M	Buy	76,121 +3,395	+5%	+$76.8K	0.15%	138
2025 Q4	$1.64M	Buy	72,726 +2,838	+4%	+$65.2K	0.19%	119
2025 Q3	$1.62M	Buy	69,888 +17,460	+33%	+$395K	0.28%	81
2025 Q2	$1.18M	Buy	52,428 +1,219	+2%	+$26.8K	0.26%	82
2025 Q1	$1.16M	Sell	51,209 -3,533	-6%	-$79.3K	0.41%	45
2024 Q4	$1.22M	Buy	+54,742	New	+$1.27M	0.47%	35

Other funds holding SPLB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Advyzon Investment Management's SPLB Position: Q2 2026 in Review

Advyzon Investment Management increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 4.7% in Q2 2026, buying an estimated $80.3K and bringing the position to 79,721 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #159.

Advyzon Investment Management first reported a position in SPLB in Q4 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Advyzon Investment Management held 79,721 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.79M as of Q2 2026.
Advyzon Investment Management bought 3,600 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $80.3K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.13% of Advyzon Investment Management's portfolio in Q2 2026, its #159 holding.
Advyzon Investment Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.